Craig Robert Mcwilliams
Investment adviser representative at Fourstar Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$1.4BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Profor Securities, LLCDec 2025 to now
- Fourstar Wealth Advisors, LLCDec 2020 to now
- Hld Hedge Funds LLCJan 2019 to Apr 2024
- Great Point CapitalApr 2018 to Dec 2020
- Great Point Advisors LLCApr 2018 to Dec 2018
- Corinthian PartnersNov 2017 to Mar 2018
- Horner, Townsend & Kent, IncMay 2016 to Sep 2017
- Penn Mutual Life Insurance CompanyMay 2016 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Fourstar Wealth Advisors, LLC
$1.4BAssets managed
1,798Clients
44Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1622179
- Firm CRD
- 169613